The Information's TITV
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NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate

Dela

Jing Yang, Asia Bureau Chief, talks with TITV Host Akash Pasricha about DeepSeek's IPO plans and their almost $500M annualized revenue. We also talk with Leo Schwartz about NY's data center moratorium and the reactions of the Trump administration, Aaron Holmes about Microsoft's security overhaul, and we get into an AI dividend proposal with ACME’s Scott Stanford.


Articles discussed on this episode: 

https://www.theinformation.com/articles/microsofts-new-security-chief-replaces-top-execs-force-ai-overhaul


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Chapters:

00:00 - Introduction

01:13 - DeepSeek Financials & Shanghai IPO

14:06 - NY Data Center Moratorium & Trump EO

22:52 - Microsoft Security Division Overhaul

30:09 - Should AI Giants Pay an AI Dividend?


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